My Profile

My name is Steven Foster, a Microsoft CRM MVP, working at Intergen as the CRM Product and Marketing Manager. I have over 17 years of CRM experience delivering a multitude of CRM solutions across a number of countries. I hope you find my blog interesting!
I am also an entrepreneur reselling the HappyOrNot customer satisfaction service.

A recent client posed a very good point about Microsoft CRM functionality that was "When I track emails I am not notified automatically when a contact has not been resolved to the email address of the tracked email." I took an action from the meeting to come up with a solution that enabled the client to easily see emails that had not been resolved. In doing so I came up with the solution of enabling a favourites folder that pointed directly to the My received Emails with Unresolved Senders view which is a native CRM Activity view. The key to the solution was ensuring that is was only one click to get to. To note I did also think about plugin options on the post event of the email activity and also interacting with the Track in CRM code to do something special but this to me was way over the top!

This approach then opened my mind to the possibility of really personalising Microsoft CRM for Outlook and enabling users to define their own default one click views without the need to click through nested folders.

So to enable an unresolved CRM email view from a folder the following steps are required. The same logic can be applied to any view including advanced find views.